Reviewing Documents in a Workflow | Desktop

With Commnia workflows, as a reviewer, you have comprehensive capabilities to enhance the document review process.

You can mark up documents, providing detailed comments and annotations to ensure clarity and precision. Once you have completed your review, you can change the status of the workflow review, indicating the document's progress and any required actions. This integrated approach streamlines the review process, ensuring that all team members are informed and that document approvals are efficiently managed.

Once a builder assigns you documents in workflow you will receive an email.

If a Workflow Owner changes the Status of the workflow from 'Pending', you will only be able to preview the document

Accessing the Workflow

You will receive notification when you have been assigned as reviewer in your inbox.

Click on View and Review Documents button

You will be taken to the review screen:

1. Workflow Categories Selector

2. This number will display the outstanding reviews you have in that category

3. Advanced Options with View Changer and Search

4. Workflow Details and Documents Listing

Mark Up and Review

Reviewers can toggle between Document List & Preview View allowing you to review and annotate the document without having to open up each document individually.

To Review and Mark Up the document click on the Pencil Icon

With the mark up tool you can add comment, annotations, shapes with the added functionality of creating or uploading your own signature and stamps.

Once the review and mark ups are finalised click on Save.

You can Save the Markups and continue them at a later time

You can also Save and Update the Status of your workflow

Click on Update Workflow Status at the pop up select from the multiple options:

Approved: Workflow is approved and the uploader will receive notification.
Rejected: Workflow is rejected and the uploader will receive notification.

Approved with Comments (AWC) 
Rejected with Comments (RWC)

This will send a notification to the workflow owner that you have completed your review.

Sending Email

At any stage of the review process you can select the documents you wish to communicate about click on Options and Send Email

Simply select your recipients and cc those that are not part of the review process. Select your category, enter your message and send.

 Changing View to All Workflows 

To view All workflows within a category, click on the Workflow Drop Down Menu and select All

Also notice that any workflow who has tied email will display an icon, simply click on it for a preview of the message

Viewing Document Progress, Logs and Details

Clicking into a document will display a menu that will show you the different status of reviews (if the workflow has been set for collaboration). You can also check on email logs.

Reporting

To view a report on the status of the workflows we suggest changing the view to All and selecting Report.

Download Documents

Select the documents you wish to download and click on Download

Stamped Documents: refers to documents that have completed the reviewer process and the owner has stamped them.

Original Documents: refers to how the document was uploaded

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